THIS WEEK’S PODCAST
You have to remember this is, first and foremost an investment. Listen
Don’t fall into the gap between theory and execution
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Real-life issues and situations that clients have faced when it comes to state income taxes and what mistakes to avoid in the future.
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How to have conversations with your clients to ensure everyone is feeling confident and happy around tax season.
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How to deliver value when having tax conversations with clients.
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Steven's guest on today's episode may not pay the IRS, but like anything with taxes that decision is based on his specific circumstances and is not a general recommendation.
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Death and taxes are universally accepted as the two great inevitabilities, are you helping your clients with both of them?
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Tax-efficient investing is so much more than tax-loss harvesting (any robot can do that)
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This episode takes away the most common excuses we hear for not doing more around tax planning. It's time to do more.
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Tax value can come from helping clients pay less in taxes, but there is another side to the conversation.
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Getting tax returns is a key piece of the puzzle at any size firm, but it's just the starting point.
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